Wealth Advisor | Build Relationships & Grow Portfolios

Wealth Advisor | Build Relationships & Grow Portfolios

Full-Time On-site
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Berry Recruitment Group seeks an ambitious Financial Adviser to join a growing wealth management firm in the UK. You will report to Directors and provide holistic financial guidance across investments, retirement planning, protection, tax, and estate planning to a mix of existing and new clients.

You will inherit an established client portfolio, delivering ongoing financial planning, portfolio reviews and tailored advice, while identifying opportunities to expand your client base through

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Wealth Advisor | Build Relationships & Grow Portfolios employer: Berry Recruitment Group.

As a leading provider of healthcare service solutions, we pride ourselves on fostering a supportive and dynamic work environment in Totton. Our commitment to employee growth is evident through ongoing training opportunities and a culture that values collaboration and innovation. Join us to be part of a team that not only prioritises excellent customer service but also encourages personal development and career advancement.

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Contact Details:

Berry Recruitment Group. Recruitment Team